Sales Operations Analyst — Data Insights & Strategy

Texas-Capital-Bank

Dallas (TX)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401K with match

Paid time off

Paid holidays

Job summary

Texas Capital Bank is seeking a Sales Operations Senior Analyst to optimize sales processes, deliver comprehensive analytics, and support strategic initiatives across the bank. You will coordinate dashboards, KPI reporting, and CRM tooling (Salesforce), collaborating with Sales, Marketing, and Operations to drive efficiency and data-driven decisions.

The role requires a Bachelor’s degree in Business/Finance/MIS and 3–5 years of experience in sales operations within financial services, with Power

Qualifications

Bachelor's degree in Business, Finance, MIS or related field is required.
Experience with sales operations in financial services is preferred.
Strong data analysis and communication skills.

Responsibilities

Coordinate with Frontline businesses and Data Analytics on dashboards, KPI reporting, and performance tracking.
Analyze sales data to deliver actionable insights, support forecasting, and inform decisions.
Support CRM platforms and sales technologies to improve productivity and data integrity.
Design and improve sales processes, workflows, and operational practices for efficiency.
Partner with Sales, Marketing, Operations, and cross-functional teams to align initiatives.
Provide training and enablement resources to help sales teams leverage systems and best practices.
Develop and maintain sales collateral and training materials to support readiness.